Premier Banking Advisor – Mass Affluent

Cooper Lighting Solutions; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Job summary

Cooper Lighting Solutions is seeking a primary relationship manager to oversee a portfolio of mass affluent clients. This role involves delivering personalized financial services and ensuring client satisfaction through comprehensive solutions in banking, investments, planning, and insurance.

The ideal candidate will possess a Bachelor's degree, five years of experience in financial services, and strong interpersonal skills. The position offers a dynamic work environment with professional development opportunities.

Qualifications

• Minimum of five years of financial services experience working with clients.
• Strong knowledge of personal financial planning/advisory concepts.
• Active securities and insurance licenses required.

Responsibilities

• Serve as primary relationship manager for mass affluent clients.
• Meet revenue growth and retention goals by developing new clients.
• Maintain excellent working relationships with product specialists.

Skills

Interpersonal skills

Sales skills

Relationship management

Written communication

Presentation skills

Education

Bachelor's degree in business, accounting, finance, or related field

Master’s degree in business, accounting, finance, or banking

Tools

Microsoft Office software

Job description

Cooper Lighting Solutions is seeking a primary relationship manager to oversee a portfolio of mass affluent clients. This role involves delivering personalized financial services and ensuring client satisfaction through comprehensive solutions in banking, investments, planning, and insurance.

The ideal candidate will possess a Bachelor's degree, five years of experience in financial services, and strong interpersonal skills. The position offers a dynamic work environment with professional development opportunities.